Oncology
Checkpoint inhibitors, CAR-T cell therapies, and antibody-drug conjugates driving the next wave of approvals.
Gene Therapy
CRISPR, base editing, and AAV-delivered one-time treatments — binary risk, massive upside if they work.
mRNA
Beyond COVID: mRNA platforms expanding into oncology, rare disease, and personalized vaccines.
Rare Disease
Orphan drug designations, ultra-rare indications, and the pricing power that comes with tiny patient populations.
Neuroscience
Alzheimer's, Parkinson's, and ALS — historically the graveyard of biotech, but new mechanisms are showing promise.
Infectious Disease
Vaccines, antivirals, and antibiotics. Pandemic preparedness funding is a new tailwind.